RPWA
CBRE icon

Regent Peak Wealth Advisors’s CBRE Group CBRE Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-103
Closed -$6K – 279
2020
Q4 		$6K Buy
+103
New +$5.82K ﹤0.01% 624

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regent Peak Wealth Advisors's CBRE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CBRE Group (CBRE) in Q1 2021, closing a stake of 103 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in CBRE in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 632 funds tracked by Wall St. Rank hold CBRE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining CBRE Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 103 CBRE Group shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in CBRE Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's CBRE Group position peaked at $6K in Q4 2020.
  • 632 funds tracked by Wall St. Rank held CBRE Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.